by Shelly Brockman | May 19, 2022 | Advisors, Chase, Jeff, Shelly
Advisor-Client Events Have Changed For the past two years, we have faced this large absence of physical connection in our lives—it cascaded into the microscopic details of our everyday routine. Transitioning the breakfast table into a classroom, eating at your...
by Chase Smith | Apr 21, 2022 | Advisors, Chase, Jeff, Shelly
Before we TAMP Advisors are basically the therapists of the financial world. They know a lot about clients—their job, family, financial situation, financial goals, etc.; then, they conceptualize a plan to ensure their clients can build financial wealth that fulfills...
by Christopher Norton | Apr 1, 2022 | Chase, Christopher, Dan, Jeff, Jen, Jordan, Kaitlyn, Manish, Martina, Podcasts, Shelly
In lieu of our usual April Fools’ Day silliness, we thought we would share some of our favorite unintended moments together as a...
by Jeff Goodnow | Mar 4, 2022 | Chase, Jeff, Podcasts, Shelly
The AE team discusses calming nerves around volatility, preparing for the return of student loans, and communicating risk range with...
by Jeff Goodnow | Dec 6, 2021 | Chase, Jeff, Podcasts, Shelly
Come aboard as we discuss the value an Outsourced Chief Investment Officer can provide for Advisors and their...
by Jeff Goodnow | Oct 26, 2021 | Chase, Jeff, Podcasts, Shelly
The debut of our Education Team’s podcast comes with the launch of Insight by Potomac, a consolidated information and diligence database designed to save time, increase engagement, and improve...
